Wills, Trusts, Stocks & Estate Giving

Wills & Estate Giving

You can support Susan G. Komen Southwest Florida in a variety of ways, including through your estate. Including Komen Southwest Florida in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow Komen to continue its mission of discovering and delivering the cures for breast cancer.

There are many charitable planned giving options available to you. For example, you can make a planned gift to Komen by naming Komen as a beneficiary of your last will and testament, life insurance policy or retirement plan.

You can also name Komen Southwest Florida as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

Gifts of Stock

Your broker can assist you in making a gift of stock via a direct transfer to Susan G. Komen Southwest Florida. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.